Our approach to financial planning and investment management includes strategic tax planning to ensure you protect and retain a greater portion of your wealth. Tax planning helps minimize your biggest expense and is the most overlooked tool in comprehensive wealth management. We focus on maximizing after-tax returns at every juncture.
Q: Who are D’Orazio and Associates’ clients, and what services do you offer them?
A: We serve a broad variety of clients, from C-suite executives and high-net worth households, to working parents with growing families and retirees in drawdown mode.
In addition to traditional investment management and retirement planning services, we offer a wide variety of nontraditional financial services, including strategic tax planning, life and disability insurance needs analysis, education funding analysis, and estate planning review and analysis. Our advisors help clients achieve their financial goals by providing personalized solutions and strive to build lasting relationships with our clients based on trust and transparency. Our goal is to create and implement a comprehensive strategy for our clients to help navigate the complexities of finance and ultimately achieve a secure financial future.
Q: What makes your client experience unique?
A: We offer a team-based, departmentalized approach to wealth management, where our clients interact with all members of our team. We tackle complex questions and topics through collaboration across departments. Our talented team of financial professionals see recommendations all the way through from formulation to implementation. Our client’s best interest is at the north star for our entire business, and we strive to nurture enduring multi-generational relationships. This is what we enjoy most about our work—we know that by seeing our clients achieve their goals, we’ve had a positive impact on their lives. We love getting into the weeds—it’s not enough to provide recommendations and walk away—we get things done for our clients.